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Sneak Preview: Custom Report Builder

Over the past few months we've been working on a number of exciting new features for WorkflowMax. One of these features nearing completion is a Custom Report Builder.

Using the Report Builder you will be able to create:

  • one off reports
  • custom data exports
  • custom management reports
  • custom data views, for example your own Job Manager or Timesheet views
  • custom search screens using criteria specific to your business and data
The easiest way to show the report builder is with an example. The below example illustrates the steps required to create a time report showing the billable time worked on each task per client since 1 October 2009.
Creating a report is a straight forward process. First you select the type of report:
  • Client & Contact
  • Current Job
  • Invoice
  • Invoice Cost
  • Invoice Task
  • Job
  • Job Allocation
  • Job Cost
  • Job Document
  • Job Note
  • Job Task
  • Job Task Allocation
  • Milestone
  • Purchase Order
  • Purchase Order Cost
  • Purchase Receipt
  • Quote
  • Quote Cost
  • Quote Task
  • Supplier & Contact
  • Time
Next you name the report:
Specify the fields to be displayed:
Define your criteria:
Finally, select how the report will be published:
At anytime during the report creation process you can preview the report. Below is an example of this report:
Once the report has been built it can be published and shared with your staff. The report will be accessible via the new Reports - My Reports menu. If the report is used often staff members can choose to save the report as a favourite so it can be accessed quickly from the WorkflowMax menu.
The Report Builder is currently going through it's final round of internal testing before we release it to a select number of clients for production testing. All going to plan we hope to release this to all our customers within the next 3 - 4 weeks.